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SUMMARY:LSCU: Virtual Lending School
DESCRIPTION:Agenda\nSession 1 – March 7th 9:00 a.m. – 1:00 p.m. EST \nSpecialized Underwriter Training 4 Hours \nSelling in a credit union environment requires a specialized skill set and approach. Loans are the ‘life blood’ of the organization and the organization needs to be setup to deliver them in the most effective manner. \nThere are 3 stages to every loan application\, the sales effort\, underwriting and processing. This training proposal focuses on evaluating risk (underwriting). \nThis 3.5-hour remote course is designed to cover the underwriting portion of the loan interview. The course is delivered through Zoom®. The course is high impact\, interactive and informative. The training is designed for remote feedback from lenders and as much interaction that can be managed through a webinar environment. \nThis course is uniquely crafted to maximize the time spent in an e-learning environment. The material is managed in 45-50-minute educational sprints with 10-minute breaks in between the sessions. \nTopics\nBased on conversations with CLOs and VPs of Lending\, the underwriting training is primarily focused on dealing with hot topics in Consumer Lending. \n\n\nPrinciples of Successful Loan Decision Making\n\n\n\nBankruptcy Predictors\n\n\n\nLending on Old Collateral\n\n\n\nFICO – What We Know from the Score\n\n\n\nLoan Amount Guidelines\n\n\n\nTotal and Unsecured Debt Ration Analysis\n\n\n\nLending to Young Borrowers\n\n\n\nLending to Self-Employed Members\n\n\n\nThe Proper use of Co-Signers\n\n\n\nReal Risk Factors vs. Not-so-Real Risk Factors\n\n\n\nThe Underwriting Approaches Needed for Higher-Risk Loans\n\n\n\nPrinciples of Successful Loan Decision Making\n\n\n\nDebt Consolidation Loans\n\nSession 2 – March 8th 9:00 a.m. – 1:00 p.m. EST \nSpecialized Consumer Loan Sales Training 4 Hours \nThis 3.5-hour remote course is designed to cover the interview/sales portion of the loan interview. The course is delivered through Zoom® The course is high impact\, interactive and informative. The training is designed for remote feedback from lenders and as much interaction that can be managed through a webinar environment. \nThis course is uniquely crafted to maximize the time spent in an e-learning environment. The material is managed in 45-50-minute educational sprints with 10-minute breaks in between the sessions. \nTopics\nBased on conversations with top lenders in the country\, the sales training request is primarily focused on building a performing loan and maximizing cross-sales and ancillary sales. This is a list of proposed topics and can be customized for your credit union. \n\n\nWhat Must Happen on Every Call\n\n\n\nWhat a Good Notes Page Looks Like\n\n\n\nClosing with the Relationship in Mind\n\n\n\nAppropriate Cross-Sell Methods\n\n\n\nBuilding Confidence over the Phone and Online\n\n\n\nHow to Take a Risk Based Loan Application\n\n\n\nReducing Risk through the Loan Interview\n\n\n\nSelling Ancillary Products\n\n\n\nAsking for Cash Down\n\n\n\nBuilding a Performing Loan
URL:https://culendingadvice.com/event/lscu-virtual-lending-school-3/
LOCATION:Virtual
CATEGORIES:Don Arkell,Jessica Vartanian
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DTSTART;TZID=America/Denver:20230328T080000
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UID:40032-1679990400-1680004800@culendingadvice.com
SUMMARY:CULA Remote Training: Consumer Underwriting
DESCRIPTION:Back by Popular Demand! \nThis course is designed to remotely train underwriters in a group setting from multiple credit unions.  This course is offered to credit unions across the industry and is well attended by credit unions of all asset sizes.  \nThis 4-hour remote course will focus on the underwriting portion of the loan application\, and is designed to equip your lenders with the tools needed to be aggressive yet smart in their consumer loan decisions. \nDelivered via Zoom®\,  the course is high impact\, interactive and informative. The training is designed for remote feedback from lenders and as much interaction that can be managed through a webinar environment. \nThis course is uniquely crafted to maximize the time spent in an e-learning environment.  The material is managed in 45-50-minute educational sprints with 10-minute breaks in between the sessions. \nClasses are limited. \nThis is a group training and will include lenders from all across the country.  You don’t want to miss this remote training opportunity. \nTopics\nBased on conversations with CLOs and VPs of Lending\, this training is primarily focused on dealing with hot topics in Consumer Lending including: \n\nPrinciples of Successful Loan Decision Making\nBankruptcy Predictors\nLending on Old Collateral\nFICO – What We Know From the Score\nLoan Amount Guidelines\nTotal and Unsecured Debt Ratio Analysis\nLending to Young Borrowers\nLending to Self-Employed Members\nThe Proper use of Co-Signers\nReal Risk Factors vs. Not-so-Real Risk Factors\nUnderwriting Higher-Risk Loans\nThe Underwriting Approaches Needed for Higher-Risk Loans\nPrinciples of Successful Loan Decision Making\nDebt Consolidation Loans
URL:https://culendingadvice.com/event/cula-remote-training-consumer-underwriting/
LOCATION:Remote: Zoom
CATEGORIES:Jessica Vartanian
ORGANIZER;CN="CU Lending Advice":MAILTO:donarkell@culendingadvice.com
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